Skip to content
Disclosery

Strategic Wealth Partners, Ltd.: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on IBIT, newest first. How the timeline and the estimate are built.

Strategic Wealth Partners, Ltd. held 38,051 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,051 shares
    Change vs previous 13F -2,463 shares

    0.08% of the 13F portfolio, value $1,266,719.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,514 shares
    Change vs previous 13F +2,522 shares

    0.11% of the 13F portfolio, value $1,556,549.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,992 shares
    Change vs previous 13F +2,052 shares

    0.13% of the 13F portfolio, value $1,886,305.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,940 shares
    Change vs previous 13F +643 shares

    0.17% of the 13F portfolio, value $2,336,100.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,297 shares
    Change vs previous 13F +23,356 shares

    0.17% of the 13F portfolio, value $2,160,529.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 11,941 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $653,650.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).